*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1010 Camerado Dr #112
Cameron Park, California 95682
The best tax professionals in the world! Hands down. Found out one of my friends was using them too--small world. A CPA is meant to help you save money and Sue has helped us really focus on what we can do to do exactly that. Love that she offers advice rather than just acting as someone to input your numbers. She saw where we were making bad choices from a tax perspective and gave us recs to improve things and wow! Couldn't be happier with her services. Thank you to Sue and her team!
A first time user. It was a Burger King drive through window one hour rushed experience. "Here's your tax returns, that will be $375, check or credit card." I am having to have my taxes redone because I believe the preparer didn't pick up all my expenses and possible other errors. When I spoke to the owner, she was defensive and rude. I requested a copy of the IRS form confirming my taxes had been electronically filed. I was asked to remove my one star review. I refused...no confirming form was sent.
After years of putting up with late filings, multiple lies, no accounting reports and raised fees without notification, we have discontinued our services with Sue Becker, EA. Once we discontinued, Sue refused to return our personal and important documents causing more delays and a legal suit to follow. I would have never expected this type of behavior from her and it is shocking, unprofessional and immature. My recommendation is to stay far far away from this business.
Sue is amazing!! She has been preparing my taxes since 2003 and has always done a fantastic job. She is very professional, knowledgeable and available to answer questions and help out in any way she can. I highly recommend her!!
Susan Becker and her team are amazing to work with. Always professional, warm and friendly. They get the job done well. We've been coming to them for well over 20 years and wouldn't think of going anywhere else.
Susan Becker and her team did a wonderful job helping my husband with his books and filing our taxes. She was very responsive with all our questions and made the process very easy for us!
My former CPA had made some mistakes on my tax return which caused an audit. I employed Ms. Becker to handle the audit for me in her capacity as an Enrolled Agent. This meant I didn't have to deal directly with the IRS. She handled the whole thing. I was very impressed with her representation and with the results. I discharged my former CPA and am now using Ms. Becker. I can highly recommend Ms. Becker.
Amazing service! Sandra has always taken great care of us. She works quickly and is extremely efficient!
Since I've been with her I don't want to find anybody else she is awesome. She knows her stuff
The best tax and accounting services you will get anywhere! Not only knowledgeable, but everyone in the office is so friendly! Highly recommended!
They took the anxiety out of doing my taxes! Will return next year!
Best rates out there! I kid you not!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.